Rinaldi Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rinaldi Wealth Management serves individual and high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm is fee-only and reports approximately $243.2 million in discretionary assets under management across about 363 client relationships.
The firm’s investment work emphasizes asset allocation and mutual fund/ETF analysis and tailors portfolios to clients’ goals, risk tolerance and time horizon; RWM may engage third‑party sub‑advisors to manage all or portions of client accounts and retains discretion to hire or terminate those sub‑advisors. Account oversight and reviews are performed on a regular basis (quarterly, with ad hoc reviews as needed) and clients receive custodial statements directly from qualified custodians.
A notable feature disclosed in the brochure is the firm’s foundation that provides complimentary educational seminars and workshops on retirement topics, an outreach activity the firm acknowledges could create conflicts and says it mitigates through disclosure and fiduciary duties. The brochure also indicates the firm uses client testimonials in its advertising, a practice that is uncommon among peers and, together with the foundation’s public education efforts, distinguishes RWM’s client outreach approach relative to other supported firms.
Client services
Expertise
Fee options
Flat fee between $450 and $5,000 for financial planning services
Up to 1.5% annually, negotiable
Fee-only: Flat fee between $450 and $5,000 for financial planning services
Main office
24311 Walden Center Drive, Suite 100
Bonita Springs FL 34134
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · Massachusetts · New Jersey · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anna K
Series 65
Bonita Springs, FL
Rinaldi Wealth Management, Inc.
Anna Khemkhajon is a financial advisor at Rinaldi Wealth Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rinaldi Wealth Management, she worked at Crestwell School for 13 years. Rinaldi Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm emphasizes asset allocation and mutual fund/ETF analysis, tailoring portfolios to clients’ goals, risk tolerance, and time horizon.
Dustin R
CFP®, Series 63, Series 65
Bonita Springs, FL
Rinaldi Wealth Management, Inc.
Dustin Rinaldi is a CFP® with 20 years of experience in the financial services industry. He is the president of the Rinaldi Foundation for Financial Education, which provides free educational seminars to help retirees manage retirement planning and avoid poverty. Rinaldi is principal at Rinaldi Wealth Management, Inc., a firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $243.2 million in discretionary assets and emphasizes asset allocation and mutual fund/ETF analysis tailored to clients’ goals and risk tolerance.
Patrick O
Series 65
Bonita Springs, FL
Rinaldi Wealth Management, Inc.
Patrick O'Grady is a financial advisor at Rinaldi Wealth Management, Inc. in Bonita Springs, FL. He holds a Series 65 credential and has been with the firm since 2025. Prior to his advisory role, he was involved with Escape the Cape for eight years. Rinaldi Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm emphasizes asset allocation and mutual fund/ETF analysis, tailoring portfolios to clients’ goals and risk tolerance, and conducts regular account reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")